Keyword: Wealth management

792 results found

Retail market offers growth, but carries risk for alt managers too: Fitch

Board room deal making

Plus, CPP Investments sells limited partnership interests in buyout funds and PEAK Capital Partners invests in Quebec fintech

  • By: IE Staff
  • April 30, 2025 April 30, 2025
  • 13:11
Financial Horizons acquires Estate Financial

The Vancouver-based firm now has nearly $11B in AUA

Euro map

Trading gains to be tempered by investment banking weakness

Handshake icon on wooden cube with people icons

Wealthsimple hires all five staff from Plenty, but says customers won't be onboarded

Wall street

Outlook uncertain after bonus pool reaches record heights

Handshake between two businesspeople

The two firms share a passion for offering an alternative to the banks, Tom Bradley says

Rising costs, revenue competition to drive search for added scale

Phone finances

‘The wind is at our back’: executive director of Canadian ETF Association

Robert Bard becomes head of Cardinal Point's wealth management operations in Montreal, following acquisition of Dorchester

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